It’s extremely important to set your policies and taxes first when setting up your Goodshuffle Pro account. Setting taxes first allows you to indicate the type of tax needed on every inventory item you enter (e.g. Rental Tax, Sales Tax, Food & Beverage Tax) and the policies you set will be used on the contracts you execute.
Terms & Conditions
Your Terms & Conditions are the terms your clients will be agreeing to by signing your contracts. These will be applied both to contracts you send out via Goodshuffle Pro and any renter who books your items through the Goodshuffle.com marketplace. For both of these cases, we’ll use your default terms unless you specify otherwise.
Entering your Terms & Conditions is easy: Simply copy and paste from your current contracts. Of course, we always recommend you have a legal expert review your terms.
You can enter multiple terms if they vary based on occasion or client. Some people have special terms they’ve worked out with top clients. You can later apply these to that individual or business in the Directory. You may also have special terms for certain events (weddings, corporate) or seasons (winter, summer). You’ll always have the opportunity to select these from a drop down tab on every contract. You can also apply them to specific clients, but beware they will be listed by name. So maybe reconsider the naming of “Difficult Client Terms & Conditions.”
As with all policies, you can have multiple Payment Policies which you select from on an individual or client basis. Whichever policy you set as “default” will be added to every contract, unless there is a client added with a different policy, or you choose to change from the drop down menu.
Payment policies are either due Prior to Event, or Net (after the event.) You choose when and how much is due, as well as whether or not you want the fees for online payment to be passed to the client. Please note: It is illegal in some states to pass along fees. Please act in accordance with your region’s law.
As a reminder, these are Stripe’s fees:
- Credit Card 2.9% + $0.30 processing fees per charge
- ACH (eCheck) 0.8% (max $5) processing fees per charge
Transaction fees that can’t be passed to client include:
- No Stripe Account: 0.25% added to each transfer
- Stripe Account: No additional transfer fee
As with all policies, you can have multiple Cancellation Policies that you change between contracts. The biggest difference, is that you can also have Category Specific Policies that are added for a specific category of inventory items.
For example, if you require more advanced notice on cancellations for large items such as tents or inflatables, you can set those here. Every time you add these items to a contract, we’ll add that category specific policy to the contract.
When you’re setting a cancellation policy, give it a name, decide if the deposits are refundable or not, then alter up to 3 windows and the deposit that will be captured.
When you set your taxes, you’ll want to enter each by their “type.” For example, your state may have different rates for rentals v. sales. You may have a special tax you charge for food & beverage, or for admission & amusement.
Click “Add New” and enter a type of tax you charge. Then, set the rate per state, followed by any varying cities or counties.
For example, in Washington D.C., most companies serve DC, Maryland and Virginia. A company in DC would create a “Rental Tax” type, then list the rates for each of those jurisdictions. If a city in Maryland had a special rate, they’d add that after entering the larger state’s rental tax rate.
Tax rates are auto-calculated per contract. If the contract includes delivery, the rate is based off the delivery destination (typically the venue). If the contract includes in-store pickup, then the tax rates are based off your headquarters’ location. An easy way to remember this, is that the tax is charged where the exchange of goods occurs.